Accounting, Taxation, Assurance and Audit Services

Life is hectic with day-to-day responsibilities and the pressures of running your business. Our team can provide accounting and business advisory services to you and/or your business in the following areas:

• Preparation of financial statements
• Business planning and strategy
• Business structures and restructuring
• Cloud accounting implementation and support including Xero, MYOB, Reckon, Quickbooks and Zoho
• Bookkeeping services
• Payroll management (Wages/PAYGW/Superannuation/Workcover)
• Taxation Planning
• Business sale advice including Section 52 preparation
• Estate and succession planning
• Cashflow forecasting and budgeting
• Outsourced CFO function
• Company secretarial services:
• Company formations
• Filing annual returns on your behalf
• Preparing documentation related to minutes and resolutions
• Assistance with changes of directors, shareholders, addresses and office details
• Business names registrations

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We offer a full range of taxation services including preparation and lodgement of all tax forms for all types of entities including:

• Individuals
• Partnerships
• Companies
• Trusts: Discretionary, Fixed, Testamentary, Unit Trusts, Deceased
• Self-Managed Superannuation Funds

As part of our service, we provide advice on various types and areas of taxation, including but not limited to:

• Capital Gains Tax
• Fringe Benefits Tax
• Rental Properties

Other taxation related services we can provide are:

• Preparation and lodgement of Business Activity Statements
• Income Statements
• Employer Superannuation Obligations
• Payroll Tax
• Land Tax

Our assurance and audit services offer you an independent and professional overview of your operations.

Australian Auditing standards require our team to have a deep knowledge of your business, the regulatory and economic environment in which it operates, its control processes and associated systems.

Proactivity on our part will ensure that your business benefits from the assurance and audit process in productivity, profitability and reduced risk.

As an authorised audit company registered with ASIC as a Registered Company Auditor, our services include:

1. External audits or reviews undertaken in accordance with Australian Auditing Standards as required by the following legislation:

• Corporations Act 2001
• Australian Charities and Not-for-Profits Commission Act 2012
• Incorporated Association Reform Act (Vic) 2012
• Co-operatives National Law Application Act 2013
• Other specific legislation

2. Other assurance services:

• Trust account audits including solicitors, real estate agents and accountants
• Public and private ancillary funds
• Acquittal audits
• Internal audits
• Payroll audits
• Investigations
• Risk management reviews
• Compliance reviews

3. Preparation of financial reports, including advice regarding application of Australian Accounting Standards

4. Agreed-Upon-Procedure engagements to provide you with insights into your organisation

Our client profile includes both for-profit and not-for-profit entities comprising:

• Large Pty Ltd companies
• Reporting small Pty Ltd companies
• Companies limited by guarantee
• Co-operatives
• Incorporated associations
• Self-Managed Superannuation Funds
• Trust account holders, including solicitors, real estate agents and accountants
• Public and private ancillary funds
• Any other entity with the need for an audit or review